Overview
In this article you will learn how to archive a member profile. Member profiles which are no longer actively used can be archived. This does NOT delete the profile per se, but does hide it from many of the normal day-to-day RecDesk operations. Full history is maintained and an archived member can be unarchived at any time. The primary purpose of the archive feature is to help organizations maintain a clean member's database that is relevant and can be easily worked with.
From the dashboard, click on the Members tab.
How do I archive a Member Profile?
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Perform a Basic Member Search and click on the member's name
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Click the Edit Profile
- Click the Archive Member button in the lower-left and confirm by clicking OK on the pop-up
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The Member is now archived
When a Member has been archived, they:
- Will no longer show up in Member Search queries by default (there is an Include Archived Members checkbox on the Advanced Member Search page if you would like to include them)
- Will no longer be available for Registrations and Reservations as part of a family group
- Will not be included on bulk emails
- Will no longer be able to log in to the RecDesk Community portal
Notes:
All stored payments associated with an archived member will no longer show for that household, but can be recovered if the member is unarchived.